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Name Holding Trade Value Shares
Change 		Change in
Stake
SRM
3551
Shelter Rock Management
New York
$313K – – –
MUMSS
3552
Mitsubishi UFJ Morgan Stanley Securities
Japan
$312K -$1.01M -2,460 -75%
BAG
3553
Bauman Advisory Group
Nevada
$312K +$9.47K +23 +3%
MW
3554
Marrick Wealth
California
$311K -$7.42K -18 -2%
SA
3555
Strategic Advocates
Utah
$310K -$5.35M -12,990 -94%
TCFP
3556
Treasure Coast Financial Planning
Florida
$310K – – –
AA
3557
Alesco Advisors
New York
$310K +$11.1K +27 +3%
JSC
3558
Jackson Square Capital
California
$309K -$15.7K -38 -4%
SLP
3559
Storen Legacy Partners
Indiana
$309K +$42.4K +103 +14%
HIA
3560
HFM Investment Advisors
New Jersey
$309K – – –
HNWA
3561
Henrickson Nauta Wealth Advisors
Michigan
$309K -$61.4K -149 -15%
SIA
3562
Sage Investment Advisers
New York
$308K – – –
MA
3563
MKT Advisors
California
$308K -$412 -1 -0.1%
5SA
3564
5th Street Advisors
Connecticut
$307K -$296K -718 -47%
GIP
3565
Granite Investment Partners
California
$306K – – –
IWB
3566
Innovative Wealth Building
Maryland
$306K +$31.3K +76 +10%
NLP
3567
Next Level Private
New York
$306K +$339K +823 New
WAS
3568
Wealth Advisory Solutions
Indiana
$306K -$75K -182 -18%
BWM
3569
BCGM Wealth Management
Indiana
$305K +$3.3K +8 +1%
KCM
3570
Kanawha Capital Management
Virginia
$304K +$50.7K +123 +18%
HIG
3571
Heritage Investment Group
Florida
$304K +$21K +51 +7%
CFA
3572
Churchill Financial Advisors
Kentucky
$303K – – –
MA
3573
Macro Advisors
Pennsylvania
$303K +$336K +815 New
SFSG
3574
Sound Financial Strategies Group
Mississippi
$303K +$336K +815 New
PTCG
3575
Pring Turner Capital Group
California
$302K – – –
141 142
143
144 145